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Data Centers '25: Air Quality & Specialized Components
5 tickers · $47.59B total market cap
Group: Data Centers
Data Centers '25: Air Quality & Specialized Components tracks 5 publicly listed stocks in this theme: DCI, MLI, MTRS.ST, RBC, SYSR.ST. See the constituent table for details.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
RBC Bearings IncorporatedRBC | 05/15/2026 (BMO) | 05/15/2026 (BMO) | 5.27% | -7.01% | 12.48% | -0.67% | $17.43B | 20.0000 |
Mueller Industries, Inc.MLI | 04/21/2026 (BMO) | 04/21/2026 (BMO) | -17.62% | 11.61% | 5.45% | -2.30% | $15.05B | 20.0000 |
Donaldson Company, Inc.DCI | 02/26/2026 | 06/02/2026 | 0.64% | — | -12.08% | — | $9.55B | 20.0000 |
Munters Group AB (publ)MTRS.ST | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 4.70% | -3.40% | 8.67% | 1.81% | $3.93B | 20.0000 |
Systemair AB (publ)SYSR.ST | 03/05/2026 (AMC) | 06/10/2026 (AMC) | 1.89% | — | -3.75% | — | $1.63B | 20.0000 |
| Average | -1.02% | 0.40% | 2.16% | -0.39% | $9.52B | 20.0000 | ||
| Median | 1.89% | -3.40% | 5.45% | -0.67% | $9.55B | 20.0000 | ||
| Std Dev | 8.48% | 8.06% | 8.92% | 1.69% | $6.11B | 0.0% | ||
| Min | -17.62% | -7.01% | -12.08% | -2.30% | $1.63B | 20.0000 | ||
| Max | 5.27% | 11.61% | 12.48% | 1.81% | $17.43B | 20.0000 | ||
| % Positive Tickers | 80.00% | 33.33% | 60.00% | 33.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.